IRONVINE CAPITAL PARTNERS, LLC
Firm details
- Headquarters
- OMAHA, Nebraska
- CRD number
- 168892
- Registered since
- January 23, 2017
- Website
- ironvinecapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Charitable Organizations38.79%
- Corporations / Businesses34.13%
- HNWI17.98%
- Pension & Profit Sharing Plans6.6%
- Individuals2.27%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Ironvine Capital Partners, LLC is an independent registered investment adviser organized as an LLC and first SEC-registered in 2017. The firm is individually owned and serves both individual/family and institutional clients on a percentage-of-AUM fee basis. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. The firm does not self-identify as an active ESG investor and is not listed as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities88%
- US Government Bonds10%
- Cash & Cash Equivalents2%
Contacts
3 of 5Finn Lucas
ParaplannerCRD 7553427
DAVID PERKINS
Analyst / Portfolio Manager / PartnerCRD 4219110
MATTHEW BARNES
Co-FounderCRD 5746381
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$1.7M in ETFs
81%
$1.4M
19%
$326K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $718K | 1,202 | 41.36% |
Location
OMAHA, NE
DOUGLAS
Location
OMAHA, NE
Headquartered in OMAHA, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.
- Metro area
- Omaha-Council Bluffs-Fremont, NE-IA
- Region
- Midwest
- County
- DOUGLAS
- Address
- 9290 W Dodge Rd
- Time zone
- CT (UTC-6)
- Office locations
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